Schedule a Strategy Session
✓ Profit and Loss Statement: What you've earned this month and exactly where it went
✓ Balance Sheet: A clean snapshot of what you own and what you owe at month's end.
✓ Bank Reconciliations: Every penny matched to the bank. No mystery transactions.
✓ QuickBooks Online Set-Up: A custom chart of accounts and setup so everything is recorded correctly from the very beginning
✓ Deep Dive Commentary: More than numbers. We tell you what the numbers actually mean and what to do about it.
✓ KPI Analysis: Custom KPIs for your business explained in plain English.
Most bookkeepers categorize transactions and call it a day. That's data entry. Real bookkeeping comes with context, a CPA's eye, and a strategy that connects directly to your tax planning.
We choose to focus entirely on QuickBooks Online because it helps us take the best possible care of you. By truly mastering this one platform, we can keep your finances organized and give you complete peace of mind.
The important things a CPA should be focused on:
✓ Tax strategies to reduce taxable income - like paying your kids or spouse through payroll for legitimate work
✓ Reasonable salary and compensation planning for your S-Corp
✓ Quickly and reliably pay employees and contractors: anywhere, anytime
✓ Tax deductions and filings - handled automatically
✓ Catch payroll errors before they occur
✓ Real-person support from payroll and HR professionals is just a call (or click) away
✓ Automated employee time tracking and eliminate tracking hours manually
✓ Simplify your hiring process with recruiting tools and easy onboarding
✓ Be confident you have the best solution that can grow with your business
✓ Easily connect with your favorite accounting, POS, HR and business tools
✓ Choose a package option that best fits your business, with the ability to add services like health and benefits or workers’ compensation